See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,511 | $45,073-52.3% | $69,455-69.0% | $72,985-70.5% |
| Participation rate | 21.8% | 68.5%-46.7pp | 74.6%-52.8pp | 69.5%-47.7pp |
| Annual return | 24.36% | 22.65%+1.7pp | 28.97%-4.6pp | 81.00%-56.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,644 | $2,602-36.8% | $3,535-53.5% | $3,607-54.4% |
| Admin fee / account holder | $1,343 | $3,056-56.0% | $3,839-65.0% | $5,124-73.8% |